KIA

KCM Investment Advisors Portfolio holdings

AUM $2.98B
1-Year Est. Return 16.3%
This Quarter Est. Return
1 Year Est. Return
+16.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.22M
3
+$3.06M
4
TE
TECO ENERGY INC
TE
+$2.81M
5
CVX icon
Chevron
CVX
+$2.68M

Top Sells

1
+$2.91M
2
+$2.36M
3
+$2M
4
SLB icon
SLB Limited
SLB
+$1.74M
5
SCU.CL
SCANA CORP 2009 SER A 7.70% ENHANCED JR SUB NTS
SCU.CL
+$1.68M

Sector Composition

1 Healthcare 11.32%
2 Consumer Staples 9.27%
3 Technology 7.36%
4 Energy 6.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.65M 0.53%
235,576
+4,070
52
$6.58M 0.53%
90,331
+17,704
53
$6.52M 0.52%
245,638
+11,685
54
$6.49M 0.52%
83,296
+215
55
$6.2M 0.5%
79,443
+4,746
56
$6.13M 0.49%
410,864
+32,456
57
$6.09M 0.49%
84,074
+9,686
58
$6.08M 0.49%
227,592
-1,095
59
$5.95M 0.48%
65,669
-331
60
$5.92M 0.47%
220,435
-1,334
61
$5.77M 0.46%
146,579
+3,983
62
$5.72M 0.46%
371,432
+198,984
63
$5.67M 0.45%
57,030
+1,276
64
$5.3M 0.42%
194,449
+2,512
65
$5.23M 0.42%
56,106
+3,641
66
$5.22M 0.42%
37,283
+1,871
67
$5.2M 0.42%
91,873
-2,352
68
$5.12M 0.41%
118,752
+17,729
69
$5.09M 0.41%
194,214
-2,183
70
$5.05M 0.4%
183,723
+16,646
71
$4.97M 0.4%
188,058
+398
72
$4.97M 0.4%
65,945
+8,066
73
$4.92M 0.39%
178,095
+11,250
74
$4.88M 0.39%
174,997
+3,079
75
$4.87M 0.39%
115,843
+76,633
1 2
3
4 5